Chartered Financial Planner status stands as a proud indicator of the highest standards of learning and ethical behaviour and is the ultimate symbol of professionalism. Achieving chartered status is challenging and takes commitment.
We strive to support all of our advisers across the UK to be able to achieve this. It helps to ensure our adviser’s commitment to meet significant and ongoing obligations designed to ensure that they are competent, knowledgeable and ethical in their dealings.
The Chartered Financial Planner logo signifies that an individual or organisation has committed to:
The highest level of technical and professional knowledge and competence through professional qualifications.
Keeping knowledge and skills up-to-date through continuing professional development.
Ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions.
Our Chartered Advisers
Neil Davis
Workington
Comran Taher
Hull
Simon Haydock
Cardiff
Find your local Truly Independent financial adviser
Mark G. Ainsley
Storrington, West Sussex
Equity Release, Long Term Care, Pension Investment Protection Mortgages
Luke Moloney
Birmingham, West Midlands
Business Protection, IHT Planning, Investments, Pensions, Protection, Retirement Planning
Andrew Thomas
Swansea
Accumalation Planning, IHT Planning, Investments, Mortgages, Pensions, Protection, Retirement Planning
Jamie Thomson
Glasgow
IHT Planning, Investments, Mortgages, Pensions, Protection, Retirement Planning, Tax Planning
Darren West
Barrow-in-Furness
Corporate Service, IHT Planning, Investment, Pensions, Protection, Retirement Planning
Mark Spackman
Lowestoft, Suffolk
IHT Planning, Investments, Mortgages, Pensions, Protection, Retirement Planning
James Calnan
Penarth
IHT Planning, Investments, Mortgages, Pensions, Protection, Retirement Planning
Christian Brooke
Llanelli
IHT Planning, Investments, Mortgages, Pensions, Protection, Retirement Planning
Jadon Parke
Bromley
Inheritance Tax Planning, Investments, Pensions, Protection, Retirement Planning
Richard Hambleton
Buxton, Derbyshire
Investments, Mortgages, Pensions, Protection, Retirement Planning
Johanna Bowcher
Essex
Inheritance Tax Planning, Investments, Pension, Protection, Retirement Planning
Jermaine Jennings
North London
IHT Planning, Investments, Mortgages, Pensions, Protection, Retirement Planning